Sub-Account Management & Impersonation
Sub-Account Management lets brokerage owners provision individual login accounts for every agent on their roster.
What it does
Sub-Account Management lets brokerage owners provision individual login accounts for every agent on their roster. The Impersonation feature then allows the broker (or an authorized admin) to log in as that agent with a single click, see exactly what the agent sees, troubleshoot issues, and exit back to the master account at any time. A persistent impersonation banner reminds the operator who they are acting as.
Key capabilities
- One-click agent login without sharing passwords
- Nested impersonation supports admin → agency → broker → agent in one session
- Session refreshes on every switch so credentials stay safe
- Persistent banner across the session shows you're impersonating, with a one-click exit
- Returns you to the right dashboard the moment you leave impersonation, no matter how deep the chain
- Deleting a sub-account cleanly removes all the agent's settings, featured listings, roster entry, and CRM connection
- Agent password setup link is valid for 7 days; resend a fresh one any time
- Works for both MLS-roster sub-accounts and external (non-MLS) agent sub-accounts
Why teams choose this
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Brokers can troubleshoot any agent's dashboard view in seconds without needing credentials
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Cascading delete keeps the database clean when an agent leaves the team
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Stack-based nesting means agencies can impersonate a broker who can in turn impersonate their agents — full hierarchy support
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All actions are audit-logged, giving compliance-conscious teams an activity trail
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Password-setup URL flow onboards new agents without IT intervention
See Sub-Account Management & Impersonation in your stack
Live demo, no commitment. We'll show you how this fits with HighLevel, Follow Up Boss, and your MLS.